119 Madeira Ave
Coral Gables, FL 33134

About the Financial Chef

David Ortiz has three major passions: gourmet cooking, financial management and charity work.

As a classically trained chef from the Culinary Institute of America, David delights in creating dishes that reveal flavor combinations only a specialist could create.

David's passion for financial management led to him becoming a Certified Financial Planner. With a Retirement Planning certificate from the Wharton School of Business and an office which incorporates a professional kitchen, The Financial Chef is uniquely qualified to help people address their maximum wealth potential while also satisfying their appetites. Pairing food with the right wine can make all the changes in flavor and experience. David realized if he paired his passion for wonderful dishes with financial management he could create something unique and powerful.

Combining all three passions results in the Financial Chef helping clients with strategies to transform taxable wealth into charitable wealth. This maximizes the benefit for the client, while having an impact on the community. That is the most satisfying dish of all.

One or more individuals are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. One or more individuals are advisory licensed through Investacorp Advisory Services, Inc. a SEC registered investment advisory firm. For those persons inquiring from states where a specific individual is not currently securities and/or advisory licensed, the individual will not transact business in that state or provide follow-up, individual responses, until after the individual obtains the appropriate registration in the applicable state. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc. and its affiliates, do not guarantee, approve nor endorse the information or products available at the linked sites.